The Market in Pictures, May 1

by | May 1, 2026 | Blog, Charts

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a stellar earnings season to high dispersion, FOMC debate and energy (non) impact, to the benefits of owning innovation. Have a...

Aptus Musings: Q4 2025 Earnings Recap

by | Mar 25, 2026 | Blog, Market Updates

Here’s the big story in my mind: the S&P 500 EPS forecasts for 2026 and 2027 are climbing, but this optimistic trend might be a bit of a “smoke screen.” Most of those gains are concentrated in the Energy sector thanks to higher oil prices, which...

Rearview to Windshield, January 2026

by | Jan 5, 2026 | Blog, Market Updates

Market Recap December 2025: U.S. and global equities posted solid full-year gains in 2025, but the ride was much choppier than the headline returns suggest, with multiple 5–10% pullbacks clustered around policy and geopolitical shocks. Large-cap U.S. growth and tech...

The Market in Pictures, December 12

by | Dec 12, 2025 | Blog, Charts

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from Mag 7 to the rest, FOMC plans and bond yields around the globe, to inflation expectations and the economy. Hope you have a great...